ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

TFC Financial Management, Inc.'s Holding History (CIK: 0001827844)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 25,651 Value ($000) $3,814 Avg Close — Range —
Q3 2025
Shares 25,945 Value ($000) $3,779 Avg Close — Range —
Q2 2025
Shares 25,996 Value ($000) $3,510 Avg Close — Range —
Q1 2025
Shares 25,937 Value ($000) $3,165 Avg Close — Range —
Q4 2024
Shares 25,998 Value ($000) $3,344 Avg Close — Range —
Q3 2024
Shares 26,350 Value ($000) $3,310 Avg Close — Range —
Q2 2024
Shares 26,398 Value ($000) $3,136 Avg Close — Range —
Q1 2024
Shares 27,651 Value ($000) $3,188 Avg Close — Range —
Q4 2023
Shares 27,785 Value ($000) $2,924 Avg Close — Range —
Q3 2023
Shares 27,390 Value ($000) $2,580 Avg Close — Range —
Q2 2023
Shares 27,151 Value ($000) $2,656 Avg Close — Range —
Q1 2023
Shares 25,904 Value ($000) $2,346 Avg Close — Range —
Q4 2022
Shares 26,722 Value ($000) $2,266 Avg Close — Range —
Q3 2022
Shares 27,898 Value ($000) $2,219 Avg Close — Range —
Q2 2022
Shares 27,875 Value ($000) $2,335 Avg Close — Range —
Q1 2022
Shares 27,907 Value ($000) $2,817 Avg Close — Range —
Q4 2021
Shares 17,512 Value ($000) $1,873 Avg Close — Range —
Q3 2021
Shares 13,685 Value ($000) $1,346 Avg Close — Range —